Creative Planning’s Masimo MASI Stock Holding History

Creative Planning’s Portfolio MASI Stock Details MASI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,000	Closed	-$90K	–	2372
2021 Q1	$90K	Buy	+5,000	New	+$1.26M	﹤0.01%	2264
2020 Q4	–	Sell	-9,000	Closed	-$53K	–	2417
2020 Q3	$53K	Buy	+9,000	New	+$2.02M	﹤0.01%	1896

Other funds holding MASI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Creative Planning's MASI Position: Q2 2026 in Review

Creative Planning sold out of Masimo (MASI) in Q2 2026, closing a stake of 22,920 shares — an estimated $4.08M sold.

Creative Planning first reported a position in MASI in Q2 2013 and held it in 40 quarters. The position peaked at $4.08M in Q1 2026. 2 funds tracked by Wall St. Rank hold MASI as of Q2 2026.

Creative Planning reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 22,920 Masimo shares in Q2 2026, an estimated $4.08M.
Creative Planning first reported a position in Masimo in Q2 2013 and held it in 40 quarters.
Creative Planning's Masimo position peaked at $4.08M in Q1 2026.
2 funds tracked by Wall St. Rank held Masimo as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.